Salesforce

JUNE 17, 2025

Sales Development Enhancement: Nurture Contacts & Person Accounts When it’s available: April 2025 What it does: Reaches out to existing contacts for upsells and cross-sells using contact and person accounts from opportunity records. Use filtering settings to customize the display.

Sell 83

Sell Territory E-commerce Sales 83

Salesforce

OCTOBER 22, 2024

Putting a lot of effort into nurturing your relationship with one contact in the organization may not pay off if it turns out that the real decision-maker is their boss’s boss. A good Customer Relationship Management (CRM) tool is crucial here. But keep in mind that the economic buyer isn’t always singular.

E-commerce 87

E-commerce Territory Pitch Sales 87

Salesforce

APRIL 2, 2025

The rep contacts the airline’s engineer, telling them, “Hey, you did a great job installing the software, but here are some features you missed. Here are two key metrics to track: Lead-to-close time: This measures the time it takes from initial contact with a lead to final conversion.

Product 86

Product Territory Sales Price 86

Salesforce

FEBRUARY 3, 2025

Today, all interactions, contact details, preferred services, and transaction histories are stored in customer relationship management platforms (CRMs). This memorable and thoughtful gift successfully engages the point of contact, and they schedule a demo call.

Objectives and Key Results 52

Objectives and Key Results Cross-sell Pipeline SQL 52

Salesforce

DECEMBER 11, 2024

Keeping lead and prospect data updated in your customer relationship management (CRM) system and synced with your lead scoring method is vital to ensuring a useful lead scoring system. Look at the demographics and behavior of customers along their journey, from the first point of contact to closing the deal.

Prospecting 92

Prospecting Hospitality CRM Territory 92

Salesforce

SEPTEMBER 12, 2024

Customer interviews: Some companies do not allow their sellers to contact a prospect’s customers directly. To be more efficient and effective with their time, challenger sales reps use sales software tools such as: Customer relationship management (CRM) system: A CRM manages a seller’s interactions with customers and prospects.

Territory 52

Territory E-commerce Sales Technique 52